Partnering to Improve Library Discovery Services: A Publisher’s Long-Term Commitment Julie Zhu, Manager, Discovery Service Relations, Marketing, Sales & Design, IEEE

1. Success Leaves
Clues…
Julie Zhu
IEEE Discovery Service Relations Manager
NISO Forum on the Future of Discovery
Services
October 5th, 2015
Partnering to Improve
Library Discovery
Services: A Publisher’s
Long-Term Commitment

2. Agenda
 IEEE Discovery Services Goals
 Ongoing Discovery Services Initiatives -Architecture,
routine, culture
 Internal process improvements
 Collaboration & Partnerships with DS Providers
 Library Service & Support
 Industry Activities
 Auditing IEEE Content in Library Discovery
Implementations
 IEEE Future Plans for Discovery Services

3. A not-for-profit society
World’s largest technical membership association with over
415,000 members in 160 countries
Five core areas of activity
– Publishing
– Conferences
– Standards
– Membership
– E-learning
About the IEEE
IEEE’s Mission
IEEE's core purpose is to foster technological innovation and excellence
for the benefit of humanity

4. IEEE Journals & Magazines—Top-cited in the fields of electrical
engineering and computing—174 in all.
IEEE Conference Proceedings—Cutting-edge papers presented
at IEEE conferences globally.
IEEE Standards—Quality product and technology standards used
by worldwide industries and companies to ensure safety, drive
technology, and develop markets.
IEEE Educational Courses—Over 300 IEEE educational online
learning courses, plus IEEE English for Engineering.
eBooks Collections— Three eBook collections now available,
IEEE-Wiley eBooks Library, MIT Press eBooks Library and Morgan &
Claypool eBooks
Technology leaders rely on
IEEE publications and tutorials
Eight New
in 2015
Now 1,400+
Annual titles!
Smart Grid,
NESC®, 802
More Courses,
New Series
IEEE-Wiley,
MIT Press
and Morgan &
Claypool

5. IEEE Among First 4 Publishers to
be ODI Conformant
IEEE Xplore
Collection
Coverage
Start
Coverage
End
Content
Provided to
DSP for
Indexing
Content
Provider
Type
Content Provided to
IEEE Journals 1884 Present Full text Publisher Available to all Discovery
Service Providers
IEEE Conference
Proceedings
1951 Present Full text Publisher Available to all Discovery
Service Providers
IEEE Standards 1949 Present Full text Publisher Available to all Discovery
Service Providers
IEEE Wiley eBooks 1974 Present Full text Publisher /
Aggregator
Available to all Discovery
Service Providers
(IEEE) MIT Press
eBooks
1943 Present Full text Aggregator Available to all Discovery
Service Providers
(IEEE) Morgan &
Claypool eBooks
2006 Present Full text Aggregator Available to all Discovery
Service Providers

6. Challenges
Indexing
Missing IEEE content in discovery services
Discovery Services use and index records differently
Discovery services pull IEEE records from unfamiliar databases
IEEE provided metadata not indexed
Searching and Ranking
IEEE search ranking often lower than expected
Literal string search yielded zero results
Discovery search results different from Xplore search results using same subjects
Linking
Linking to full text sometimes not working
Knowledge base targets not up-to-date
Search results linked to multiple databases other than Xplore
Library discovery interfaces set up differently
Usage Tracking
Track-able traffic from discovery services to IEEE Xplore low
Lack of consistency of library URLs

7. Discovery Service Goals
 Make IEEE content more discoverable in all library
discovery services
 Improve linking to full-text articles in IEEE Xplore
 Troubleshoot library discovery services
implementations
 Conform to industry standards
 Maximize IEEE content visibility and usage
 Advocate IEEE interests in discovery services
 Deepen relationships with libraries and DS providers

8. Discovery Services Data Flows
Standards
IEEE LibrariesDSP Users IEEE Xplore
Create & Deliver
Full Text Feeds
Ranking
Linking Options
Link Resolver
K Base
Repositories
Create & Deliver
Title Lists
Select IEEE
Targets
Prioritize
Ranking
Configure Direct
Linking
Central
Indexing
DOI Resolution
CrossRef DB
Abstract
Publisher DB
Select IEEE
Collections
DOI
Direct
OpenURL
Configure
OpenURL Linking
Select/Limit
Search DBs
Set Ranking
Preference
Select DOI Linking
Select OpenURL
Linking
Select Direct
Linking
Full Text
Usage trackabe
from discovery
service
Authenti
cated
Login / Denial
Authentication:
IP, UP, SSO
Configure DOI
Linking
Usage –
Un-track-able

9. Architecture, Routine, Culture
Discovery
Service
Relations
Manager
Client
Service
Manager
Product
Manager
Marketing
Manager
Web
Metrics
Manager
Software
Release
Manager
Indexing &
Database
Production
Manager
Content
Engineering
Manager
Content
Operations
Managers
Serve Libraries
- Troubleshoot
- Guide
- Identify
- Site Visits
- Survey
- Audit
- Workshops
Collaborate with
DS Providers
- Indexing
- Linking
- Searching
- User Guides
- Analyzing Usage
Participate in
Industry
Activities
- ODI
- KBART
- D2D
- Conferences
Improve Internal
Processes
- Content Delivery
- DOI Depositing
- Metadata &
Title Lists
- Analyze Usage
- Communication

10. Improving Internal Processes
 Re-delivered complete IEEE content (3.4 million records) to four discovery
service providers to help filling in content gaps
 Re-deposited 6,000+ missing DOIs for proceedings and standards
 Released 31 KBART II compliant title lists
 Cleaning up ISBNs and ISSNs for proceedings, standards and periodicals
 Analyzing referrers and usages

11. KBART II Compliant Lists Released
http://ieeexplore.ieee.org/Xplorehelp/#/tools/toolsForAllUsers/titleLists

12. Collaborating with Discovery
Service Providers
EBSCO Proquest OCLC Ex Libris
DS Provider Visit Jan 2015 July 2015 2016 TBD
Monthly Meetings Y TBD Y TBD
Fill in Missing
Content & Re-
index
In Progress In Progress Completed Completed
Improve Linking
and Knowledge
Base Collections
Ongoing Improving Ongoing Improving
Create/Update
Reference
Guides
Expanded Expanded Created Expanded
Track Usage In Progress In Progress In Progress In Progress

13. Library Service & Support
• Visit libraries in UK, New York and Seattle to learn
more about the problems
• Survey libraries and identify several thousand of our
library customers with discovery services
• Create a discovery service Salesforce dashboard
• Audit several hundred library discovery
implementations and find many miss significant chunks
of IEEE content
• Conduct 3 discovery service workshops in UK
• Collaborate with libraries and DS providers for research

14. Research Paper on Content Gaps in
Library Discovery Interfaces
IEEE Records In Full Text
Records
Conference
Papers
Journal
Papers
Standards
IEEE Xplore X X X X
IEEE Syndication to DS
Providers
X X X X
IEEE Articles in Discovery
Service Indexes
X X X X
6 Libraries Using A X X X X
6 Libraries Using B X X X X
6 Libraries Using C X X X X
6 Libraries Using D X X X X
Zhu & Kelley. “Collaborating to Reduce Content Gaps in Discovery: What Publishers, Discovery Service Providers,
and Libraries Can Do to Close the Gaps.” Accepted to be published in the December 2015 issue of Science and
Technology Libraries.

15. Zhu & Kelley.. “Collaborating to Reduce Content Gaps in Discovery: What Publishers, Discovery Service Providers,
and Libraries Can Do to Close the Gaps.” Accepted to be published in the December 2015 issue of Science and
Technology Libraries.

16. Zhu & Kelley. “Collaborating to Reduce Content Gaps in Discovery: What Publishers, Discovery Service Providers,
and Libraries Can Do to Close the Gaps.” Accepted to be published in the December 2015 issue of Science and
Technology Libraries.

17. Zhu & Kelley. “Collaborating to Reduce Content Gaps in Discovery: What Publishers, Discovery Service Providers,
and Libraries Can Do to Close the Gaps.” Accepted to be published in the December 2015 issue of Science and
Technology Libraries.

18. Zhu & Kelley “Collaborating to Reduce Content Gaps in Discovery: What Publishers, Discovery Service Providers,
and Libraries Can Do to Close the Gaps.” Accepted to be published in the December 2015 issue of Science and
Technology Libraries.

22. IEEE Future Plans for Discovery
 Deepen relationships with discovery service providers
 Develop Discovery Coverage Analysis Tools
 Track Usage
 Result Ranking
 Internal initiatives
 Metadata improvements
 Content delivery
 Deepen relationships with libraries
 More systematic auditing, outreach workshops and
webinars in more territories
 Collaborative research projects

23. Thank you
Contact:
Julie Zhu
Discovery Service Relations Manager
IEEE
501 Hoes Lane
Piscataway, NJ 08854
zhu.j@ieee.org